1858 Wealth Management’s Oracle ORCL Stock Holding History

1858 Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$430K	Buy	1,529 +2	+0.1%	+$509	0.3%	59
2025 Q2	$334K	Sell	1,527 -426	-22%	-$68.8K	0.25%	73
2025 Q1	$273K	Sell	1,953 -293	-13%	-$47.7K	0.23%	85
2024 Q4	$374K	Sell	2,246 -969	-30%	-$172K	0.3%	75
2024 Q3	$548K	Buy	3,215 +560	+21%	+$81.1K	0.45%	58
2024 Q2	$375K	Sell	2,655 -805	-23%	-$100K	0.31%	72
2024 Q1	$365K	Hold	3,460	–	–	0.35%	73
2023 Q4	$365K	Buy	+3,460	New	+$378K	0.35%	73

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's ORCL Position: Q3 2025 in Review

1858 Wealth Management increased its Oracle (ORCL) stake by 0.13% in Q3 2025, buying an estimated $509 and bringing the position to 1,529 shares worth $430K. The position accounts for 0.3% of the portfolio, ranked #59.

1858 Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 8 quarters since. The position peaked at $548K in Q3 2024. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

1858 Wealth Management held 1,529 shares of Oracle worth $430K as of Q3 2025.
1858 Wealth Management bought 2 Oracle shares in Q3 2025, an estimated $509.
Oracle made up 0.3% of 1858 Wealth Management's portfolio in Q3 2025, its #59 holding.
1858 Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Oracle position peaked at $548K in Q3 2024.
3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.